FINANCIAL PLANNING & PERFORMANCE MANAGER II
Core
Lead financial data governance, consolidate multi-source information, and develop analytical reports and executive dashboards to support business evaluation and decision-making for Corporate & Investment Banking.
Role type
Financial Planning & Performance Manager
Builds
Financial reports, executive dashboards, and automated BI processes for CIB Finance
Domain
Banking / Corporate & Investment Banking / Financial Planning
Deliverable
dashboards & analysis
Required skills
Financial planning, data governance, SQL, Power BI, advanced Excel, business intelligence, financial reporting, risk-adjusted profitability analysis
Preferred skills
CFA, FRM, CAIA, Python, Power Query, Power Automate
Technologies
Power BI, SQL, Python, Power Query, Power Automate
Responsibilities
Lead financial data management and governance; consolidate information from multiple sources; develop analytical reports for business opportunities; create executive dashboards and KPIs; automate financial reporting processes; participate in annual budgeting and financial planning; analyze risk-adjusted profitability (RORC/RAROC); support new product implementation with financial impact evaluation.
Seniority
Mid-level, hands-on IC
